Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users
RiXtrema is now integrated with Morningstar OfficeSM, Morningstar’s practice and portfolio management system for financial advisors. Now, dual clients of RiXtrema and Morningstar will be able to pull any account...Read More
Convincing Prospects: How To Discuss Risk and Goals
As advisors are adopting wealth management technology, they seem to be focused on the risk tolerance aspect of risk system implementation. But building a portfolio by subordinating everything else to...Read More
High Yield: Are ‘Fixed Income People’ Smarter Than ‘Equity People’?
Increases in junk credit spreads have historically been predictive of the stock market moves, especially after a prolonged period of very low spreads. And so today, the junk debt market...Read More
How You Can Win Client’s Trust Where Others Lose It
How can an Advisor differentiate from competition in this volatile market? Study after study shows that the first thing that prospects and clients care about is capital preservation. Investors are...Read More
The Investor Revolt Continues In The Wrong Direction
The «investor revolt» continues. According to Investment Company Institute, US equity funds have outflows of $17.5 billion in August on top of the $28.58 billion in July. These are very...Read More
Robos deny impact from volatility on their AUM growth, straining credibility
AUM growth of first-generation robo-advisors dramatically slowed in light of market volatility, yet statements by robo advisors deny this fact, straining credibility. Financial Planning magazine published the deep dive into...Read More